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IGR

CBRE Global Real Estate Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$13K – – –
SWM
102
Selective Wealth Management
Virginia
$10K +$10.5K +467 New
PA
103
Parallel Advisors
California
$9K +$135 +6 +2%
KTC
104
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
AF
105
Allworth Financial
California
$6K – – –
PCG
106
Private Capital Group
Connecticut
$6K – – –
CAC
107
Certified Advisory Corp
Florida
$4K +$90 +4 +2%
FGAM
108
Financial Gravity Asset Management
Texas
$4K +$450 +20 +10%
ASN
109
Advisory Services Network
Georgia
$4K +$3.76K +167 New
APP
110
Avantax Planning Partners
Iowa
$4K +$3.76K +167 New
WAM
111
Wolverine Asset Management
Illinois
$4K +$4.63K +206 New
GI
112
Gradient Investments
Minnesota
$3K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$2K +$1.62K +72 New
First Manhattan
114
First Manhattan
New York
$2K +$2.63K +117 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$1K -$5.06K -225 -80%
SCM
116
Saba Capital Management
New York
– -$4.77M -210,984 Closed
6M
117
6 Meridian
Kansas
– -$1.25M -55,331 Closed
Jane Street
118
Jane Street
New York
– -$239K -10,559 Closed
Creative Planning
119
Creative Planning
Kansas
– -$93K -4,116 Closed
WAAG
120
Wealth Alliance Advisory Group
Kansas
– -$88K -3,887 Closed
Northern Trust
121
Northern Trust
Illinois
– -$82K -3,630 Closed
CF
122
Centaurus Financial
California
– -$58K -2,548 Closed
AWM
123
AllSquare Wealth Management
New York
– -$38K -1,662 Closed
SEI Investments
124
SEI Investments
Pennsylvania
– -$35K -1,564 Closed
IWP
125
Icon Wealth Partners
Texas
– -$18K -784 Closed